AWM
POOL icon

Axxcess Wealth Management’s Pool Corp POOL Stock Holding History

Axxcess Wealth Management’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-942
Closed -$215K – 836
2025
Q4 		$215K Sell
942
-130
-12% -$33.8K ﹤0.01% 968
2025
Q3 		$332K Sell
1,072
-26
-2% -$8.15K 0.01% 727
2025
Q2 		$320K Sell
1,098
-13
-1% -$3.93K 0.01% 703
2025
Q1 		$354K Buy
1,111
+34
+3% +$11.5K 0.01% 635
2024
Q4 		$367K Sell
1,077
-556
-34% -$203K 0.01% 618
2024
Q3 		$615K Buy
1,633
+521
+47% +$180K 0.02% 502
2024
Q2 		$342K Sell
1,112
-598
-35% -$217K 0.01% 614
2024
Q1 		$690K Buy
1,710
+54
+3% +$21.1K 0.02% 459
2023
Q4 		$661K Sell
1,656
-181
-10% -$63.5K 0.02% 448
2023
Q3 		$654K Sell
1,837
-409
-18% -$149K 0.02% 407
2023
Q2 		$842K Sell
2,246
-72
-3% -$24.6K 0.06% 257
2023
Q1 		$794K Buy
2,318
+1,317
+132% +$467K 0.06% 272
2022
Q4 		$303K Sell
1,001
-416
-29% -$132K 0.03% 443
2022
Q3 		$451K Buy
1,417
+66
+5% +$23.5K 0.05% 336
2022
Q2 		$474K Sell
1,351
-351
-21% -$139K 0.05% 316
2022
Q1 		$720K Sell
1,702
-571
-25% -$267K 0.06% 284
2021
Q4 		$1.29M Buy
+2,273
New +$1.19M 0.1% 170

Other funds holding POOL

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return